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TFO Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TFO Wealth Partners’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,960
Closed -$245K – 166
2020
Q4 		$245K Buy
2,960
+2,595
+711% +$215K 0.08% 27
2020
Q3 		$30K Sell
365
-3,883
-91% -$323K 0.01% 56
2020
Q2 		$353K Sell
4,248
-2,055
-33% -$170K 0.14% 23
2020
Q1 		$517K Buy
6,303
+5,908
+1,496% +$480K 0.22% 21
2019
Q4 		$31K Buy
+395
New +$31.9K 0.03% 77

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFO Wealth Partners's BSV Position: Q1 2021 in Review

TFO Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 2,960 shares — an estimated $245K sold.

TFO Wealth Partners first reported a position in BSV in Q4 2019 and held it in 5 quarters. The position peaked at $517K in Q1 2020. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

  • TFO Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 2,960 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $245K.
  • TFO Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 5 quarters.
  • TFO Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $517K in Q1 2020.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.